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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,534 | $158,852-64.4% | $121,220-53.4% | $135,379-58.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -7.80% | -0.64%-7.2pp | 16.94%-24.7pp | 519.79%-527.6pp |
| Employer contribution / active EE | $1,744 | $5,666-69.2% | $4,023-56.7% | $4,779-63.5% |
| Participant deferral / active EE | $7,738 | $4,006+93.2% | $3,345+131.3% | $5,609+38.0% |
| Admin fee / account holder | $41 | $6,515-99.4% | $5,021-99.2% | $10,828-99.6% |